Field change activity - Precisely Data Integrity Suite

Data Integrity Suite
Product
Spatial_Analytics
Data_Integration
Data_Enrichment
Data_Governance
Precisely_Data_Integrity_Suite
geo_addressing_1
Data_Observability
Data_Quality
dis_core_foundation
Services
Spatial Analytics
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
Core Foundation
ft:title
Data Integrity Suite
ft:locale
en-US
PublicationType
pt_product_guide
copyrightfirst
2000
copyrightlast
2026

A workflow can contain a Field Change activity which allows you to update the value of a field in one or more assets.

Configure the Field Change activity by specifying which field to update, how to modify it, and where the new value comes from.

  1. Asset Field: Select the field on which you want to base the workflow. You can choose from the fields that are configured on the Object Type that the workflow relates to.
  2. Change Type: Specify how you want to modify the field. The options that are available vary depending on the chosen field type.
  3. Value Source: Specify the value that you want to use. Choose from:
    • Field value: Replace the existing value with a value from a specified field.
    • Specific value: Type a value to use.
You've configured the Field Change activity. You can click the menu button to Edit or Delete it. Add further field changes by clicking Add Field Change.

Configure an Incomplete Data request type

Set up a Request Type to enable users to submit requests for updating asset information.

This example uses a Business Term asset type with an ID field. You will create a Request Type that allows users to submit the new value they want to use.

  1. Verify that your glossary contains a Business Asset type called "Business Term" with a field called "ID".
  2. Create a Request Type called "Incomplete Data" with an Allocation Type of Asset.
  3. Add an allocation to the Business Term asset type.
  4. Configure a request form with a Text field called "Enter the value to use".

Your Request Type is ready to use in a workflow.

Create and publish a Field Change workflow

Build a workflow that uses the Field Change activity to update asset information based on user approval.

This workflow references the "Incomplete Data" Request Type and includes a Form activity for approval before the field change occurs.

  1. Create a workflow with the Trigger Type set to Make a Request, the Request Type set to "Incomplete Data", and the Object Type set to Business Term.
  2. Add a Form activity with a Boolean Yes or No form field called "Do you approve?", and assign the Data Owner as the assignee.
  3. Add a Conditional transition from the Form activity to a Field Change activity that occurs when "Do you approve?" is true.
  4. Configure the Field Change activity with these settings:
    • Asset Field: ID
    • Change Type: Replace the value
    • Value Source: Field value
    • Value Source Field: Request Form: Enter the value to use
  5. Add a Conditional transition from the Form activity to the End activity that occurs when "Do you approve?" is false.
  6. Add an Else transition from the Form activity to the End activity. This ensures the workflow can complete if the request form field value is null.

Your Field Change workflow is configured and ready to publish.

Raise a request to change an asset field

Submit a request to update an asset field value through the workflow.

This task describes how a Data Steward submits a request and how a Data Owner approves or denies it.

  1. As a Data Steward, go to the detail page of the asset with the incomplete field.
  2. Click Make a Request, then select the "Incomplete Data" Request Type.
  3. In the request form, type the correct value for the asset in the "Enter the value to use" field. This triggers the workflow and sends a form to the Data Owner.
  4. As the Data Owner, complete the form which contains the Boolean "Do you approve?" field.
  5. If you approve the request, the value entered in the request form updates the asset field. If you deny the request, the workflow ends with no change to the asset.

The workflow completes. If approved, the asset field is updated with the submitted value.